Provide the highest quality service in a non-stop, fast-paced, and continually changing environment while ensuring SCE's and the California Public Utilities Commission's (CPUC) policies are followed. Entering and validating detailed data elements with a high level of accuracy. Revise customer accounts and qualifies, enrolls, recertifies, and discontinues the eligibility of companies Energy Efficiency Discount Programs and Low Income Assistant Program (CARE). Verifies and analyze highly confidential financial statements and tax returns. Files accurate records for audit. Research and navigates through CSS notes, emails, files to resolve discrepancies. Staying up to date with rate changes and financial brackets for customer qualifications.
Assist Realtor in setting up appointments and schedule meetings. Receive, sort, and distribute incoming mail. Fax, scan, make copies of confidential documents, and maintains information on management computer and file systems. Create various Excel spreadsheets. Order supplies and keep inventory. Communicate effectively with internal and external customers via phone and email as required. Assists with performing property inspections, market analysis, and research on property values. Prepare contracts for leases/purchases. Review/research tax issues, and help to coordinate transactions. Prepare outstanding documentation needed for fully executed files. Assists clients with questionnaires, outstanding new information, and or any questions and concerns. Work closely and communicate with agents, contractors, inspectors, insurance agents, investors on daily basis. Attend classes on new and existing disclosures. Prepare flyers for promotion and display, and generate ideas to help with marketing.
Completed courses in relationship and listening skills, developing referral business, and preparedness to pass the Real Estate Agent exam. Valuable sales skills and concepts used in Realty business. Courses studied include:
Certificate of completion for Full-Charge Bookkeeping and Accounting. 720 hours of hands-on training in both computerized and manual accounting including banking activities, general ledger, process payroll, accounts payable, accounts receivable, account reconciliation, and accounting principles and ethics.
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